Quality Representation
You should be represented by experienced professionals who guide you through and ensure that your needs are met throughout the transaction process. You'll have an Advisor that represents your goals. We work closely with your CPA and attorney throughout the transaction process.
Experienced Negotiation
Reaching your goal of transition, whatever it might be, requires skill. You need good advice and that comes from experience. We've been negotiating since 1988 for many companies in all types of M&A situations. Through our years of experience, we,ve gained understanding into the variety of problems that eminate from private transactions. We have the knowledge and ability to anticipate the barriers within and navigate through them before they become troublesome.
Exceptional Communication
We keep you informed of the milestones throughout the transaction giving you an advantage to make the appropriate decisions regarding your future.
Our Key Alliances
Estate & Business Attorneys, Wealth Managers, Accountants, Commercial Bankers, Trust Companies and Estate Planners make up our port folio of contacts. We utilize extended resources to gather and share important information from industry research to keep you informed and assist in your transaction. In your post exit strategy we will provide referrals to professional Legacy and Wealth managers who assist with capital preservation, charitable trusts, legacy, gifting and a number of other tax issues.
